A variety on codes can be created in the iController settings with the purpose of standardization.
It makes it easy to use these codes in reports or tracking lists, instead of filtering on open text.
These codes can be added on platform or entity level.
Follow these steps to add codes:
- Click on the gear icon
in the upper right corner - Go to 'Settings'
- Click on the preferred code in the left menu
Dispute codes
For frequent dispute reasons, codes (e.g. price incorrect) can be added in iController.
When moving the document(s) to status 'dispute', the provided codes can be selected on the document.
The code can now be consulted in the 'in dispute' document overview of the debtor sheet.
Note codes
When manually adding a note to the debtor sheet, it could be useful as well to provide 'note codes'.
Outsource codes
With multiple outsourcing possibilities (e.g. lawyer X, lawyer Y), outsource codes with the different types or names can be created.
When moving the document(s) to status 'outsourcing', the provided codes can be selected on the document.
The code can now be consulted in the 'for outsourcing' document overview of the debtor sheet.
Document status codes
Document status codes, other than dispute or outsourcing, for example for a custom status, are listed here:
These codes need to be created per status and can be selected when moving a document to this status.
